There are 5 possible roles on TravelPerk: Traveler, Admin, Analyst, Guest, and Travel Manager.
What can travelers do?
This role is meant for those who will mainly be booking and managing trips for themselves.
✅ Travelers can search and book trips on TravelPerk in line with any company travel policy.
✅ Travelers can book trips for themselves or others in the company.
❌ Travelers cannot see other people's trips or change company settings.
Find out more: Have a look at our guide Getting started for Travelers.
What can admins do?
This role is meant for those who will be overseeing and managing travel policies, expenses, and bookings.
✅ In addition to the traveler permissions, admins have full access to your company account on TravelPerk and can modify your plan, add or remove add-ons, enable or disable integrations, etc.
✅ Admins can manage company settings, including setting travel policies, approval processes, and payment options.
✅ Admins can invite new people to join the company account.
✅ Admins can approve trips.
✅ Admins can see all trips made by anyone in the company.
✅ Admins can view and download invoices.
✅ Admins can use the reporting page to track spending.
Find out more: Have a look at our guide Getting started for Admins.
What can analysts do?
This role is meant for those who need full access to your company reporting and invoices on TravelPerk.
✅ Analysts have all travelers permissions.
✅ Analysts can see and download reports from the reporting page.
✅ Analyst can see and download invoices from the invoices page.
❌ Analysts cannot change any company settings.
What can guests do?
This role is meant for those who can book their own trips, but can't see or manage any company-sensitive information.
It is mandatory for guests that all trips need approvals. The approver will be able to amend any trip-related information if required.
✅ Guests can search and book trips on TravelPerk in line with any company travel policy.
✅ Guests can book trips for themselves but not others in the company.
❌ Guests cannot see other people's trips or change company settings.
Find out more: Have a look at our guide Inviting guests to TravelPerk.
What can Travel Managers do?
This role is meant for those who will be booking and managing trips for other travelers (eg. C-level travelers), but won’t be able to change any of the account settings (eg. company plan, enabled integrations and add-ons, etc.).
✅ Travel Managers can book on behalf of others.
✅ Travel Managers can skip approval when booking a trip on behalf.
✅ Travel Managers can see and edit trips of the travelers that they manage.
🟡 Travel Managers can edit other people's profiles (travel document, loyalty points, etc.), but cannot modify their role or account settings.
❌ Travel managers cannot approve on behalf of other - but they can skip approval when booking on behalf (the approver receives a notification).
❌ Travel Managers cannot manage company settings, including setting travel policies, approval processes, and payment options.
❌ Travel Managers cannot create new users, nor invite new people to join the company account.
Find out more: Have a look at our article on How to set up the Travel Manager role, and at our guide "Getting started for Travel Managers".